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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,800 | $45,087+90.3% | $69,483+23.5% | $72,976+17.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.29% | 22.67%-0.4pp | 28.99%-6.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,976 | $2,055-3.8% | $2,780-28.9% | $2,440-19.0% |
| Participant deferral / active EE | $3,725 | $2,603+43.1% | $3,537+5.3% | $3,608+3.3% |
| Admin fee / account holder | $3,877 | $3,057+26.8% | $3,841+0.9% | $5,124-24.3% |